Shiping (Daisy) Zhu
Shiping (Daisy) Zhu is a Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. She works with individuals and families to help them better understand their financial priorities, evaluate their options and make informed decisions for the future.
Daisy takes a thoughtful, planning-based approach to wealth management, helping clients consider investments, retirement planning, cash flow, education funding and other important financial goals within the context of their overall financial lives.
She believes effective financial planning begins with understanding what matters most to each client and translating those priorities into a clear, actionable strategy.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Having learned the U.S. financial system from the ground up myself, I understand how overwhelming financial information and terminology can feel. I take time to make complex topics easier to understand and turn them into clear, practical next steps, so clients can make decisions with greater clarity and confidence.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
